Lodestar Private Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Lodestar Private Asset Management’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14M	Buy	546,669 +24,492	+5%	+$657K	1.38%	24
2025 Q4	$14.1M	Buy	522,177 +2,584	+0.5%	+$69K	1.41%	21
2025 Q3	$13.7M	Sell	519,593 -11,235	-2%	-$285K	1.43%	19
2025 Q2	$13M	Buy	530,828 +15,677	+3%	+$354K	1.49%	19
2025 Q1	$11.4M	Buy	515,151 +19,962	+4%	+$465K	1.43%	19
2024 Q4	$11.5M	Sell	495,189 -9,594	-2%	-$224K	1.44%	18
2024 Q3	$11.4M	Buy	504,783 +12,453	+3%	+$271K	1.45%	20
2024 Q2	$10.5M	Sell	492,330 -13,563	-3%	-$280K	1.45%	19
2024 Q1	$10.5M	Buy	505,893 +1,932	+0.4%	+$38K	1.49%	18
2023 Q4	$9.47M	Buy	503,961 +15,141	+3%	+$266K	1.45%	18
2023 Q3	$8.24M	Buy	488,820 +15,705	+3%	+$276K	1.41%	18
2023 Q2	$8.26M	Sell	473,115 -3,903	-0.8%	-$64.4K	1.39%	20
2023 Q1	$7.69M	Sell	477,018 -7,797	-2%	-$123K	1.37%	21
2022 Q4	$7.3M	Buy	+484,815	New	+$7.34M	1.4%	22

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Lodestar Private Asset Management's SCHX Position: Q1 2026 in Review

Lodestar Private Asset Management increased its Schwab US Large- Cap ETF (SCHX) stake by 4.7% in Q1 2026, buying an estimated $657K and bringing the position to 546,669 shares worth $14M. The position accounts for 1.38% of the portfolio, ranked #24.

Lodestar Private Asset Management first reported a position in SCHX in Q4 2022 and has held it in 14 quarters since. The position peaked at $14.1M in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Lodestar Private Asset Management held 546,669 shares of Schwab US Large- Cap ETF worth $14M as of Q1 2026.
Lodestar Private Asset Management bought 24,492 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $657K.
Schwab US Large- Cap ETF made up 1.38% of Lodestar Private Asset Management's portfolio in Q1 2026, its #24 holding.
Lodestar Private Asset Management first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 14 quarters since.
Lodestar Private Asset Management's Schwab US Large- Cap ETF position peaked at $14.1M in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.